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AI-powered work order update (preview)

[This article is prerelease documentation and is subject to change.]

The AI-powered work order update in Dynamics 365 Field Service helps technicians use text or speech to describe completed work in the new Field Service mobile app experience. Copilot recommends changes to work order fields and applies them after confirmation.

Important

  • This is a preview feature.
  • Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

The work order update feature follows the responsible AI guidelines and avoids information that violates certain restrictions.

Prerequisites

Enable Copilot to update work orders

An administrator can enable this feature. Open the Field Service Mobile app module and change to the Settings area. Go to Mobile settings > Features and enable the Work order update toggle.

Work order fields that the feature updates

Copilot can update the following fields on a work order from the new user experience in the mobile app:

  • Booking status

  • Booking times

  • Work order service task completion

  • Work order product quantity

  • Work order product line status

  • Work order service duration

  • Work order service line status

Open Copilot from the mobile app

Open a booking in the new mobile user experience and select the Copilot icon. Select the Update option to start describing your update.

Screenshot of a mobile device showing the Copilot control with options to Summarize and Update work orders.

Review the suggested updates and confirm them as you see fit.